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Ben Squared: 27th August: A Dovish Turn at the Fed? cover
Ben Squared: 27th August: A Dovish Turn at the Fed? cover
Time in the Market

Ben Squared: 27th August: A Dovish Turn at the Fed?

Ben Squared: 27th August: A Dovish Turn at the Fed?

26min |27/08/2025
Play
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Ben Squared: 27th August: A Dovish Turn at the Fed? cover
Ben Squared: 27th August: A Dovish Turn at the Fed? cover
Time in the Market

Ben Squared: 27th August: A Dovish Turn at the Fed?

Ben Squared: 27th August: A Dovish Turn at the Fed?

26min |27/08/2025
Play

Description

In the latest Ben Squared podcast the resident pairing discuss the outcome of the recent Jackson Hole Central Bank Symposium with the star turn from Fed Chair, Jay Powell, the focus. In the debate we reflect on the dovish interpretation from the market whilst offering our own independent assessment of the speech. The discussion then moves on to cover the recent drama between FOMC Board (and Interest Rate Voting) Member, Lisa Cook, and President Trump. Here we look to determine the degree to which this issue may complicate the path for interest rate policy, both in the near term and in the future. The interest rate debate concludes with some analysis on the market’s take for rate cuts over the next 12 months. The podcast finishes with a review of investment strategy, not least given what a big week it is for US Mega Cap Tech earnings releases.

This podcast was recorded on 26th August 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Description

In the latest Ben Squared podcast the resident pairing discuss the outcome of the recent Jackson Hole Central Bank Symposium with the star turn from Fed Chair, Jay Powell, the focus. In the debate we reflect on the dovish interpretation from the market whilst offering our own independent assessment of the speech. The discussion then moves on to cover the recent drama between FOMC Board (and Interest Rate Voting) Member, Lisa Cook, and President Trump. Here we look to determine the degree to which this issue may complicate the path for interest rate policy, both in the near term and in the future. The interest rate debate concludes with some analysis on the market’s take for rate cuts over the next 12 months. The podcast finishes with a review of investment strategy, not least given what a big week it is for US Mega Cap Tech earnings releases.

This podcast was recorded on 26th August 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.


Hosted by Ausha. See ausha.co/privacy-policy for more information.

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Description

In the latest Ben Squared podcast the resident pairing discuss the outcome of the recent Jackson Hole Central Bank Symposium with the star turn from Fed Chair, Jay Powell, the focus. In the debate we reflect on the dovish interpretation from the market whilst offering our own independent assessment of the speech. The discussion then moves on to cover the recent drama between FOMC Board (and Interest Rate Voting) Member, Lisa Cook, and President Trump. Here we look to determine the degree to which this issue may complicate the path for interest rate policy, both in the near term and in the future. The interest rate debate concludes with some analysis on the market’s take for rate cuts over the next 12 months. The podcast finishes with a review of investment strategy, not least given what a big week it is for US Mega Cap Tech earnings releases.

This podcast was recorded on 26th August 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Description

In the latest Ben Squared podcast the resident pairing discuss the outcome of the recent Jackson Hole Central Bank Symposium with the star turn from Fed Chair, Jay Powell, the focus. In the debate we reflect on the dovish interpretation from the market whilst offering our own independent assessment of the speech. The discussion then moves on to cover the recent drama between FOMC Board (and Interest Rate Voting) Member, Lisa Cook, and President Trump. Here we look to determine the degree to which this issue may complicate the path for interest rate policy, both in the near term and in the future. The interest rate debate concludes with some analysis on the market’s take for rate cuts over the next 12 months. The podcast finishes with a review of investment strategy, not least given what a big week it is for US Mega Cap Tech earnings releases.

This podcast was recorded on 26th August 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Share

Embed

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